How to Configure Dataset and Datasource Access in the JavaScript Report Designer

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The Bold Reports JavaScript application uses the permissionSettings property to securely manage Dataset and Datasource access, controlling actions such as Create, Edit, Clone, Refresh, and Delete. This enables administrators to limit user permissions to shared datasets, enhancing data security.

To get started, refer to the Bold Reports JavaScript Report Designer documentation for guidance on setting up a new report designer application.

Steps to Configure Dataset and Datasource Access

Add the Configuration Code

In your HTML file, initialize the Report Designer with the permissionSettings property to control dataset and datasource access.

$(function () {
  $("#designer").boldReportDesigner({
          serviceUrl: "https://demos.boldreports.com/services/api/ReportingAPI",
       permissionSettings: { 
            dataSet: ej.ReportDesigner.Permission.Shared,
            dataSource: ej.ReportDesigner.Permission.All
        },
    });
});

Code	Description
`dataSet: ej.ReportDesigner.Permission.Shared`	Users can access and use only shared datasets. Creation or modification is restricted.
`dataSource: ej.ReportDesigner.Permission.All`	All permissions related to data sources are disabled, preventing users from creating, editing, or deleting them in the designer.

Datasource and Dataset available options

Name	Description
`ej.ReportDesigner.Permission.Create`	Controls the visibility and availability of the “Create” option for datasets.
`ej.ReportDesigner.Permission.Edit`	Enables or disables the ability to edit existing datasets in the dataset panel.
`ej.ReportDesigner.Permission.Delete`	Determines whether users can delete existing datasets.
`ej.ReportDesigner.Permission.Shared`	Enables or disables access to shared datasets.
`ej.ReportDesigner.Permission.All`	Grants full permissions, allowing all actions (create, edit, delete, and access shared datasets).

Preview
- Run the application in a browser to verify that dataset and data source access reflects the configured permissions.
- Snapshot: The datasource edit, create, clone and delete options should now be unavailable based on the configured permissions.
- Snapshot: The dataset’s Edit, Clone, Delete and Refresh options are unavailable from the dropdown options

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How to Configure Dataset and Datasource Access in the JavaScript Report Designer

Steps to Configure Dataset and Datasource Access

Datasource and Dataset available options

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